We need to track our purchases that are subject to Use Tax. This is not possible and the tax features in AP add the tax to the amounts owed the vendor.
The Use Tax is an amount we owe the tax authority for our purchases, not the vendor. It would be much simpler if we could somehow flag or tag invoice amounts or POP items that are subject to use tax.
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
I've discovered that there is a problem with the inventory quantities being allocated in the inventory tables if a project inventory transfer is saved into a batch and the Inventory Reconcile task is run. I therefore think that it would be excellent if the option of marking the PA Inv Trf to post through to the GL actually did that - it must post right through. I could then enable transactional posting for that PA transaction type.
I know that standard functionality won't post right through to the GL if the entry is not saved in a batch in the sub-module, but it would be great if an exception could be made for this PA transaction type bearing in mind the issue around the stock quantities saved in a batch.
This is my suggestion to ensure that the stock quantities are not corrupted and that the finance user does not have to manually post the batches.
When browsing the Item Masterfile, the 2 current fields are Item Number and Short Description. If the user wants anything different, they must click to make changes.
I think it would be more practical for the 2 fields to be the Item Number and the Item Description. The user could then do additional clicks if they want to browse by the Short Description. The 15 characters end up being quite cryptic in many cases. The Item Description is more useful. It could be truncated after about 30 characters if necessary.
The checkbook register runs very slowly after it was moved from a regular table in report writer to a temp table. The code to populate this temp table likely needs to be optimized because it takes up to 5 minutes just to run the report and I assume customers with higher volumes will take even longer.
Please set the posting process to post through to the G/L, not just post to. If unable to make that the default, please allow an option.
For all other main sub ledgers, when I create a batch (as I do in Fixed Asset GL Posting routing) and select 'Post', the batch posts through to the G/L.
Currently in fixed assets, I have to generate the batch, post the batch in Fixed Assets & the subsequently go post the batches again in the G/L.
Consider some sort of ‘light mode’ launch for Web Client Only users where only specific pieces load. Something that would be more mobile-friendly, too.
We need something that is easier for users to modify what an employee sees or does not want them to see.
A light mode launch of some kind where it doesn’t load everything, just enough to send the timecard/get paystub would be a great feature.
I may not want to do W2's nor direct deposit just pay stubs but I have to keep all the links there, it is not easy to modify this.
The ability to filter by date range, the transactions displayed on the screen for the stock inquiry window. Right now you see the whole item history right away, and if you have 7-10 years of historical data on the item, it gets really slow.
When billing fees, it is often necessary to include a quantity without associating the fees with a cost transaction. Suggestion: add the option to bill (and budget) a quantity x rate for Fee Billings so the users don't have to waste lines in the Fee notes to add that information.